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Innovator US Equity Buffer ETF January
BJAN

Overview Fund Activity

83 hedge funds and large institutions have $102M invested in Innovator US Equity Buffer ETF January in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 7 closing their positions.

Holders
83
Holders Change
+7
Holders Change %
+9.21%
% of All Funds
1.33%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
25
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
T
1
TCWP
Ohio
$7.45M
2
MOS
2
MGO One Seven
Ohio
$7.45M
3
W
3
Wealthquest
Ohio
$9.49M
4
OWM
4
Opes Wealth Management
California
$1.86M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.34M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$0
2
OMC
2
Old Mission Capital
Illinois
$861K
3
OCM
3
Orion Capital Management
California
$620K
4
CAN
4
Cetera Advisor Networks
California
$1.45M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$415K
Name Market Value Shares Shares
Change 		Shares
Change %
Cerity Partners
26
Cerity Partners
New York
$921K 26,190 -3,827 -13%
OMC
27
Old Mission Capital
Illinois
$861K 24,497 -21,885 -47%
KCM
28
Kathmere Capital Management
Pennsylvania
$849K 24,159 -4,870 -17%
OIA
29
OneDigital Investment Advisors
Kansas
$833K 23,702 +4,620 +24%
CWM
30
Collaborative Wealth Management
Florida
$771K 21,941 – –
SS
31
Sunbelt Securities
Texas
$764K 21,985 -1,738 -7%
LF
32
Lantz Financial
Illinois
$725K 20,631 +8,713 +73%
BBPWM
33
Blue Bell Private Wealth Management
Pennsylvania
$717K 20,384 +9,951 +95%
BPA
34
Beacon Pointe Advisors
California
$696K 19,792 +4,412 +29%
CPIG
35
Chicago Partners Investment Group
Illinois
$682K 19,236 – –
OCM
36
Orion Capital Management
California
$620K 17,622 -12,913 -42%
CFS
37
CRA Financial Services
New Jersey
$580K 16,484 -1,260 -7%
PI
38
Parkside Investments
Illinois
$563K 16,000 – –
AGA
39
Accuvest Global Advisors
Utah
$545K 15,500 +15,500 New
SWA
40
Stratos Wealth Advisors
Ohio
$542K 15,406 +15,406 New
VBFP
41
Valtinson Bruner Financial Planning
Minnesota
$458K 13,027 – –
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$452K 12,854 +4,993 +64%
PWMG
43
Pinnacle Wealth Management Group
Michigan
$452K 12,850 – –
AWS
44
Atria Wealth Solutions
New York
$426K 12,124 +2,128 +21%
AAP
45
Arax Advisory Partners
Colorado
$419K 11,921 -35 -0.3%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$415K 11,795 -8,720 -43%
Citadel Advisors
47
Citadel Advisors
Florida
$411K 11,699 -8,353 -42%
SPC
48
Sigma Planning Corp
Michigan
$401K 11,407 -2,696 -19%
NFG
49
Nations Financial Group
Iowa
$376K 10,707 +200 +2%
BFC
50
Bedel Financial Consulting
Indiana
$356K 10,131 +1,904 +23%
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